Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-15 |
Branch Locations
415 Main Street, Bedminster, NJ 07921 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 02/2015 | 06/2023 |
| Minnesota Life Insurance Company | St Paul | MN | 02/2015 | Present |
| Allied Wealth Partners | Parsippany | NJ | 02/2015 | 06/2023 |
| Lpl Financial, Llc | Bedminster | NJ | 06/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2023 | Present |
1) 6/26/2023 - Main Street Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- inv. Related- At reported business location(s) 2) 6/26/2023- David Schelhorn -Non-Variable Insurance - Agent selling Fixed Insurance Sales, Term Life, Universal life, whole life, LTC, Fixed annuities - Inv. Related- Bedminster, NJ - start date 3/1/20158- 2hrs/mth 3) 06/27/2023 - Main Street Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 06/26/2023 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/27/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 06/26/2023 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-08 |
Reach out to this advisor